BFEC
SCHX icon

Benjamin F. Edwards & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Benjamin F. Edwards & Company’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$77K Sell
3,597
-726
-17% -$15K ﹤0.01% 1208
2024
Q1 		$89K Buy
4,323
+1,557
+56% +$30.7K ﹤0.01% 1132
2023
Q4 		$52K Hold
2,766
– – ﹤0.01% 1247
2023
Q3 		$47K Hold
2,766
– – ﹤0.01% 1089
2023
Q2 		$48K Hold
2,766
– – ﹤0.01% 1104
2023
Q1 		$45K Hold
2,766
– – ﹤0.01% 1123
2022
Q4 		$42K Sell
2,766
-9
-0.3% -$136 ﹤0.01% 1124
2022
Q3 		$39K Buy
2,775
+9
+0.3% +$141 ﹤0.01% 1120
2022
Q2 		$41K Sell
2,766
-1,644
-37% -$26.6K ﹤0.01% 1089
2022
Q1 		$79K Buy
4,410
+1,644
+59% +$29.1K ﹤0.01% 922
2021
Q4 		$52K Hold
2,766
– – ﹤0.01% 1048
2021
Q3 		$48K Hold
2,766
– – ﹤0.01% 1035
2021
Q2 		$48K Hold
2,766
– – ﹤0.01% 1029
2021
Q1 		$44K Hold
2,766
– – ﹤0.01% 1044
2020
Q4 		$42K Hold
2,766
– – ﹤0.01% 1009
2020
Q3 		$37K Hold
2,766
– – ﹤0.01% 971
2020
Q2 		$34K Hold
2,766
– – ﹤0.01% 964
2020
Q1 		$28K Hold
2,766
– – ﹤0.01% 980
2019
Q4 		$35K Hold
2,766
– – ﹤0.01% 1063
2019
Q3 		$33K Sell
2,766
-1,170
-30% -$13.8K ﹤0.01% 1045
2019
Q2 		$46K Hold
3,936
– – ﹤0.01% 928
2019
Q1 		$44K Hold
3,936
– – ﹤0.01% 902
2018
Q4 		$39K Buy
3,936
+1,170
+42% +$12.6K ﹤0.01% 894
2018
Q3 		$32K Hold
2,766
– – ﹤0.01% 981
2018
Q2 		$30K Buy
2,766
+390
+16% +$4.21K ﹤0.01% 984
2018
Q1 		$25K Buy
2,376
+720
+43% +$7.83K ﹤0.01% 1009
2017
Q4 		$18K Buy
1,656
+534
+48% +$5.53K ﹤0.01% 1063
2017
Q3 		$11K Buy
1,122
+822
+274% +$8.07K ﹤0.01% 1141
2017
Q2 		$3K Buy
+300
New +$2.86K ﹤0.01% 1330

Other funds holding SCHX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Benjamin F. Edwards & Company's SCHX Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q2 2024, selling an estimated $15K and leaving 3,597 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Benjamin F. Edwards & Company first reported a position in SCHX in Q2 2017 and has held it in 29 quarters since. The position peaked at $89K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Benjamin F. Edwards & Company held 3,597 shares of Schwab US Large- Cap ETF worth $77K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 726 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $15K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1208 holding.
  • Benjamin F. Edwards & Company first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 29 quarters since.
  • Benjamin F. Edwards & Company's Schwab US Large- Cap ETF position peaked at $89K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.